WOC
XYZ

West Oak Capital’s Block, Inc. XYZ Stock Holding History

West Oak Capital’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-10
Closed -$1K – 334
2020
Q2 		$1K Buy
10
+5
+100% +$500 ﹤0.01% 298
2020
Q1 		$0 Buy
+5
New – ﹤0.01% 320